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Theodore Adam Chapman

Hilltop Securities Inc.

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About Theodore Adam Chapman

Theodore Adam Chapman is a financial professional with Hilltop Securities Inc., registered in Texas, holding Series 63, Series 52TO, SIE and Series 50 licenses. Theodore has been in the industry since April 6, 2023, and has experience in Municipal Securities, Financial Planning, Portfolio Management for Individuals and other specialties. Theodore has access to a wide array of services and expertise available through Hilltop Securities Inc., including investment advisory, financial planning, and educational seminars.

Firm Information

Theodore Chapman is currently registered with Hilltop Securities Inc.. Hilltop Securities Inc. is a corporation formed in 1991 and headquartered in Dallas, Texas. They are a registered investment advisor with over $1 billion in assets under management, serving a diverse client base including individuals, corporations, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, educational seminars, and publication of periodicals. Their website and LinkedIn profile provide further information about their services and team.
Hilltop Securities Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.87B

Assets Under Management

9

Total Clients

402

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Theodore Chapman’s Registration & Firm History

TX

04/06/2023 - Present

Hilltop Securities Inc. (DALLAS TX)

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Licenses & Designations

BC

Issued 07/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 12/22/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2021

Series 50 - Municipal Advisor Representative Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Adam Chapman.
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